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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
1326
Smithfield Trust
Pittsburgh,
Pennsylvania
| $1.66B | +$95.1M | +6% | 4% | 50% | 1,041 | 6.34% | 5.6 |
|
| 1327 |
CCM
1327
Carlson Capital Management
Northfield,
Minnesota
| $1.66B | +$109M | +7% | 3.26% | 9.85% | 173 | 9.25% | 4.5 |
|
| 1328 |
OCAM
1328
Onex Canada Asset Management
Toronto,
Ontario, Canada
| $1.65B | -$184M | -10% | 8.45% | 87.8% | 149 | 8.05% | 3.3 |
|
| 1329 |
1329
Clearstead Advisors
Cleveland,
Ohio
| $1.65B | +$276M | +20% | 6.77% | 71.4% | 1,463 | 12.51% | 2.6 |
|
| 1330 |
RC
1330
Rivulet Capital
Summit,
New Jersey
| $1.64B | +$124M | +8% | 3.4% | 27.4% | 14 | 21.43% | 1.6 |
|
| 1331 |
PAIM
1331
Punch & Associates Investment Management
Edina,
Minnesota
| $1.64B | +$88.7M | +6% | 8.47% | 97.5% | 247 | 10.93% | 3.8 |
|
| 1332 |
GIA
1332
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $1.64B | +$96.1M | +6% | 7.45% | 85.6% | 728 | 22.8% | 2 |
|
| 1333 |
1333
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $1.64B | +$77.7M | +5% | 11.8% | 307% | 257 | 37.35% | 0.9 |
|
| 1334 |
BOF
1334
Bank of Finland
Helsinki,
Finland
| $1.64B | +$105M | +7% | 6.09% | 66.7% | 4 | 0% | 1.8 |
|
| 1335 |
SLF
1335
Sun Life Financial
Toronto,
Ontario, Canada
| $1.64B | +$225M | +16% | 6.91% | 65.7% | 71 | 56.34% | 4.5 |
|
| 1336 |
FP
1336
Foundry Partners
Minneapolis,
Minnesota
| $1.63B | +$47.2M | +3% | 4.65% | 44.4% | 340 | 16.76% | 2.8 |
|
| 1337 |
CTA
1337
Chesley Taft & Associates
Chicago,
Illinois
| $1.63B | +$108M | +7% | 7.85% | 93.1% | 297 | 5.72% | 6.1 |
|
| 1338 |
1338
Northeast Financial Consultants
Westport,
Connecticut
| $1.63B | +$66.1M | +4% | 7.27% | 63.8% | 333 | 18.32% | 3.8 |
|
| 1339 |
1339
Cornerstone Investment Partners
Atlanta,
Georgia
| $1.63B | +$118M | +8% | 8.72% | 166% | 242 | 31.4% | 1.6 |
|
| 1340 |
PGP
1340
Prescott General Partners
Boca Raton,
Florida
| $1.63B | +$364M | +29% | 37.4% | 76.8% | 10 | 0% | 6.7 |
|
| 1341 |
1341
Montag & Associates
Atlanta,
Georgia
| $1.62B | +$94.4M | +6% | 7.36% | 82.9% | 955 | 6.18% | 3.3 |
|
| 1342 |
KWILP
1342
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $1.62B | +$75.7M | +5% | 8.98% | 28.5% | 195 | 16.92% | 1.8 |
|
| 1343 |
CL
1343
CSS LLC
Chicago,
Illinois
| $1.62B | +$101M | +7% | 2.77% | 128% | 1,054 | 47.44% | 0.9 |
|
| 1344 |
1344
RBF Capital
San Francisco,
California
| $1.6B | +$228M | +17% | 17.3% | 147% | 549 | 10.93% | 4.1 |
|
| 1345 |
CDH
1345
Charles D. Hyman
| $1.6B | +$97.4M | +7% | 7.01% | 36.8% | 247 | 6.48% | 5.9 |
|
| 1346 |
CQS
1346
Credential Qtrade Securities
Vancouver,
| $1.59B | +$83.3M | +6% | 4.16% | 27.7% | 432 | 21.53% | 2.7 |
|
| 1347 |
DIA
1347
Davidson Investment Advisors
Great Falls,
Montana
| $1.59B | +$58.1M | +4% | 5.1% | 69.5% | 116 | 8.62% | 4.4 |
|
| 1348 |
SL
1348
Summitry LLC
Foster City,
California
| $1.58B | +$94.4M | +6% | 7.39% | 68.1% | 93 | 6.45% | 3.8 |
|
| 1349 |
FCIM
1349
Fairview Capital Investment Management
Greenbrae,
California
| $1.58B | +$50.1M | +3% | 5.16% | 61.7% | 143 | 4.9% | 5.5 |
|
| 1350 |
TPM
1350
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $1.58B | +$372M | +31% | 6.83% | 224% | 160 | 32.5% | 0.9 |
|